Laird Norton Wetherby Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+667
| New | +$298K | 0.01% | 725 |
|
|
2024
Q4 | $325K | Sell |
676
-5
| -0.7% | -$2.4K | 0.02% | 677 |
|
|
2024
Q3 | $313K | Sell |
681
-29
| -4% | -$13.3K | 0.01% | 714 |
|
|
2024
Q2 | $290K | Sell |
710
-78
| -10% | -$31.8K | 0.01% | 719 |
|
|
2024
Q1 | $358K | Hold |
788
| – | – | 0.02% | 676 |
|
|
2023
Q4 | $376K | Buy |
788
+51
| +7% | +$24.3K | 0.02% | 643 |
|
|
2023
Q3 | $322K | Buy |
737
+14
| +2% | +$6.12K | 0.02% | 669 |
|
|
2023
Q2 | $290K | Sell |
723
-20
| -3% | -$8.01K | 0.02% | 726 |
|
|
2023
Q1 | $308K | Sell |
743
-2
| -0.3% | -$830 | 0.02% | 692 |
|
|
2022
Q4 | $299K | Sell |
745
-30
| -4% | -$12K | 0.02% | 681 |
|
|
2022
Q3 | $310K | Buy |
775
+71
| +10% | +$28.4K | 0.02% | 645 |
|
|
2022
Q2 | $271K | Buy |
704
+125
| +22% | +$48.1K | 0.02% | 717 |
|
|
2022
Q1 | $251K | Sell |
579
-19
| -3% | -$8.24K | 0.01% | 770 |
|
|
2021
Q4 | $291K | Buy |
598
+10
| +2% | +$4.87K | 0.02% | 715 |
|
|
2021
Q3 | $232K | Buy |
+588
| New | +$232K | 0.01% | 788 |
|